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LEVIX vs VTSMX
LEVIX vs VTSMX Comparison
Open Charts LEVIX vs VTSMX
Lazard US Equity Concentrated Instl
Price$11.53
Change-$0.32 (-2.70%)
VolumeN/A
Net Assets40.73M
Vanguard Total Stock Mkt Idx I
Price$154.79
Change-$0.98 (-0.63%)
VolumeN/A
Net Assets1.91T
LEVIX vs VTSMX Comparison Chart in %
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LEVIX vs. VTSMX commentary
Sep 01, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LEVIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LEVIX (40.7M). VTSMX pays higher dividends than LEVIX: VTSMX (1.07) vs LEVIX (0.48). LEVIX was incepted earlier than VTSMX: LEVIX (20 years) vs VTSMX (33 years). LEVIX (0.83) is less costly to investors than VTSMX (0.14). LEVIX is a more actively managed with annual turnover of: 146.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LEVIX: VTSMX (3000) vs LEVIX (10000). VTSMX annual gain was more profitable for investors over the last year : 15.49 vs. LEVIX (-58.70). VTSMX return over 5 years is better than : 79.73 vs. LEVIX (-77.14).
| LEVIX | VTSMX | LEVIX / VTSMX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.83 | 0.14 | 593% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -1.705 | 9.827 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 1.91T | 0% |
| Annual Yield % from dividends | 0.48 | 1.07 | 45% |
| Returns for 1 year | -58.70 | 15.49 | -379% |
| Returns for 3 years | -76.06 | 59.48 | -128% |
| Returns for 5 years | -77.14 | 79.73 | -97% |
| Returns for 10 years | -70.51 | 232.22 | -30% |
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